Tax planning and filing
Corporate and personal returns, owner-manager planning and sales tax, filed on time and explained in plain language.
CPA firm · Canada
Numbers you can trust. People you can call.
Tax, accounting and advisory for owners who want clear answers and a steady partner.
We reply within one business day.
Year-end review
In progress · documents received
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Your documents stay private.
Credentials
CPA, CA
Professional Corporation
Clients across Canada
Secure document upload
Fees agreed in writing
Services
How we can help
Six ways we work with owners and finance teams. Pick one, or combine them.
Accounting and reporting
Clean books, a monthly close you can rely on and year-end financial statements you can actually read.
Fractional CFO
Senior finance leadership on a part-time basis: cash planning, forecasting, board reporting and lender conversations.
Financial budget and forecast modelling
Budgets, rolling forecasts and management packs that show what changed and why.
Deal and transaction support
Financial due diligence, deal modelling and integration planning for buyers, sellers and investors.
Cross-border and equity pay
Canada and US tax questions, plus planning for stock options, RSUs and small business corporation status.
How we work
Four steps, no surprises
You always know what happens next, who is doing it and what it costs.
1
Intro call
A short conversation to understand your business and what you need.
2
Clear scope and fee
You receive a written scope and fee before any work starts.
3
We do the work
A named accountant is on your file, and you can see progress.
4
Review and plan ahead
We walk through the results and plan the next quarter together.
Partnership
We keep the calendar, so you can run the business.
Filing dates, remittances and year-end tasks are tracked for you, and we tell you what is coming well before it is due.
- A named accountant on every file
- Plain-language summaries after every filing
- One call away when a decision cannot wait
Key dates we track
T4 and T4A slipsLast day of February
Corporate tax return (T2)6 months after year-end
Corporate tax balance2 to 3 months after year-end
GST/HST returnsBy your filing period
Dates vary by situation. We confirm yours when we start.
Client stories
Real owners, clearer numbers
Technology and SaaS
From month-end scramble to a close you can rely on
A growing software company gets a steady close and reporting its board trusts.
Equity compensation
Planning tax on growth-stage equity
A founder and early team understand their options before decisions are made.
Consumer products
A cash and working capital plan for a growing brand
Clear cash targets that connect inventory, receivables and payables.
Talk to a person, not a portal.
Tell us what you are working on. We will tell you how we can help, and what it would cost.
We reply within one business day.